Productive

Bring your data into Productive, or take it out.

Data Import and Export

The ways to bring your data into Productive: CSV templates, the Harvest import, task import, and help from our team for bigger migrations.

Data Migration and Import

Plan your move to Productive and what to bring with you.

Before You Import

Import companies, contacts, users, time entries, expenses, rate cards, absence, and more into Productive from CSV templates.

CSV Data Imports: Overview

Learn how to import tasks using the Tasks CSV template.

Importing Tasks from CSV

Import your client companies and their contacts into Productive from CSV templates, with the columns each one takes and the rules to know.

Importing Companies and Contacts from CSV

Easily import multiple users with CSV files to save time and ensure data accuracy. Ensure you have enough paid seats to avoid errors.

Importing Users from CSV

Simplify expense management by bulk importing expenses using CSV templates. Follow the steps to ensure accurate and efficient data entry.

Importing Expenses from CSV

Import company and client rate cards from a CSV file, so you can set up or update many service rates at once.

Importing Rate Cards from CSV

Simplify your time entry process by importing time entries in bulk via CSV. Easily manage multiple projects and team timesheets.

Importing Time Entries from CSV

Efficiently manage absence allowances with the CSV importer. Ensure absence categories are set up, then use CSV templates to for updates.

Importing Absence Allowances from CSV

Easily manage and import absence bookings in Productive using CSV templates. Ensure users have allowances to avoid errors during import.

Importing Absence Bookings from CSV

Import users, companies, tasks, time entries, expenses, and more from CSV files.

Importing From CSV

Coming from Harvest? How Harvest's terms map to Productive's, and where to start importing your Harvest data.

Comparing Productive Terminology to Harvest

Learn how to import your data from Harvest into Productive, including details on what data can be imported.

Importing Data from Harvest to Productive

How the Harvest import turns Harvest projects, rates, and fees into Productive budgets and services, and where the two tools differ.

Mapping Harvest Financials to Productive Budgets

Move your data from Harvest to Productive.

Importing From Harvest

Export any table in Productive to PDF, CSV, or Excel (XLS), choose what the file includes, and export your own time entries.

Table Data Export

Exporting Data

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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